See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,227 | $81,460-8.9% | $103,333-28.2% | $80,856-8.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.52% | 25.55%-8.0pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $6,438 | $3,105+107.3% | $3,868+66.5% | $2,755+133.7% |
| Participant deferral / active EE | $4,845 | $3,869+25.2% | $5,057-4.2% | $4,296+12.8% |
| Admin fee / account holder | $1,649 | $6,566-74.9% | $8,355-80.3% | $6,918-76.2% |